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  • July
    01 - Extended IRS deadline for Principal Trust reporting of final Form 5498 information, including market value, for all accounts.
    03 - Market will close early at 1:00 p.m. on Thursday, July 3, 2014.
    04 - Principal Trust and Market closed in observance of Independence Day.
    15 - Extended deadline for Principal Trust to file IRS Form 990-T. Trusts may request an automatic 3-month extension of time by using Form 8868. If more than the 3 months is needed, trusts may file a second Form 8868 to request an additional extension. This second extension is not automatically approved by the IRS.
    31 - IRS deadline for plan sponsors of qualified plans to file their 2013 Form 5500 for calendar year plans. Preparing Form 5500 is an optional service Principal Trust will provide for a fee to plan sponsors of profit sharing plans upon request. The individual plan sponsor must then file Form 5500 with the IRS.
    IRS deadline for filing Form 5558 for calendar year plan sponsors who need additional time to prepare their Form 5500. This filing will provide an extension to October 15, 2014.
    Principal Trust sends year-end fair market value statements to account holders who have outside investments.
    Principal Trust sends Tax Withholding Election Notices to account holders who have taken a distribution between January 1 and June 30 of the current year.

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